Business Services
See Our Packages:
Elevate Your Business with Blueprint Financial
Running a business means your to-do list never ends. From overseeing employees to staying ahead of the competition, it’s a full-time job and then some. Let us take some weight off your shoulders. Discover the ways we can help solve your biggest challenges:
- Cost Reduction Tactics: Minimize expenses through our expert financial planning. We help you identify and cut unnecessary costs and strategically reduce tax liabilities using legal tax planning techniques.
- Proactive Tax Planning: Take advantage of every tax-saving opportunity available to Canadian businesses. Our strategic tax planning can significantly decrease your tax burden, boosting your bottom line.
- Long-Term Financial Growth: Plan for the future with confidence. Our long-term strategies are designed to sustain and increase your business wealth.
- Dedicated Support: Enjoy the peace of mind that comes from having a reliable financial planning partner. We’re here to answer your questions and guide you through financial decisions, saving you time and stress.
Our Services
Choose from the two packages below:
Package #1: Core Business Blueprint
Who It’s For: Ideal for Canadian business owners managing a corporation or multiple rental properties, particularly those scaling rapidly, nearing retirement, or planning a business exit.
What You’ll Receive:
- Corporate & Income Tax Planning: Simplify tax complexities and maximize your financial advantages.
- Capital Dividend Account Optimization: Enhance your financial efficiency to keep more profits.
- Strategic Asset Transitioning: Minimize tax burdens while smoothly transferring assets.
- Comprehensive Scenario Analysis: Make informed decisions on real estate, inheritance, or business liquidation.
- Advanced Retirement Planning: Secure your future with tailored retirement strategies.
- Investment Review: Offer ideas to better integrate your investments into your business plan.
- Rental Property Expertise: Profitably manage and expand your rental portfolio.
- All-Inclusive Benefits: All the features of our Individual Retirement and Couples and Household Plans are included in this plan (Options #1 and #2 here).
$5,000 – $8,000
One-Time Fee
Package #2: Elite Business Blueprint
Who It’s For: Ideal for business owners and entrepreneurs who need higher-level financial expertise. Typically, these are leaders of small to mid-sized businesses experiencing growth or facing complex financial decisions. They might be dealing with rapid expansion, navigating financial complexities, preparing for mergers or acquisitions, or trying to improve cash flow management.
Services Offered:
- Tailored Planning with CPA Expertise: We will have a Certified Public Accountant work closely with you to assist you in your business.
- Growth Strategies That Work for You: We’ll help you craft and implement strategies that not only drive growth but also align with your vision for the future.
- Smooth Transitions and Succession Planning: Whether you’re planning to pass the business on or move towards new opportunities, we’ll make sure the process is smooth and financially sound.
- Insightful Business Valuation: We’ll give you a clear, detailed understanding of what your business is worth, so you can make confident decisions.
- Fractional CFO Services: Get the high-level financial guidance you need, whenever you need it, without the commitment of a full-time CFO.
$500 – $800 Per Hour
Hourly Fee
Meet Our Business Services Team
Christopher Liew
Christopher is all about helping business owners solve their financial challenges.
As the founder of Blueprint Financial, he leads a team that creates personalized strategies tailored to your business and personal goals, so you can scale your business, secure your financial future, and step into retirement with confidence and ease.
Obed Maurice
CPA, CA, CFP®
Obed is your go-to expert for navigating the tricky world of business taxes and accounting.
By tackling your complex tax challenges, refining your financial strategies, and optimizing your tax savings, he’s here to simplify the process and ease your stress.
With his Chartered Professional Accountant (CPA) credentials and experience as a partner of an accounting firm, Obed has an expert background you can count on.
Simon Wong
MBA, CFP®, CLU, CIM
Simon is the ideal partner for business owners facing key financial decisions. He specializes in scaling businesses, managing excess income, and retirement planning, turning complex strategies into clear, actionable plans.
With an MBA in Accounting and certifications as a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), Simon brings the expertise you need to succeed.
Our Process – How it Works
Step 1: Book Your Free 30-Minute Consultation
We’ll go over the following in a Zoom online meeting:
- Assessment of Your Current Finances: Understand where you stand today.
- Goal Setting: We’ll set your financial goals together
- Set Achievable Targets: Lay out clear steps towards your financial goals.
- Package Selection: We’ll choose the best service package above that is suited to your needs.
- Work from home: Our offices are completely digital, so you can do all this from the comfort of your home.
Step 2: Payment and Planner Assigned
- Make Payment: An invoice will be sent, and you can make a secure payment via credit card or Paypal.
- Planner Assigned: Depending on your specific needs, the appropriate expert will be assigned to do your financial plan.
- Welcome Email: You’ll receive an email containing a questionnaire and service agreement.
- Form Submission: Complete and return the forms to us.
- Schedule Your Meeting: Book a 1-hour online meeting for the delivery of your plan, typically within 2-4 weeks.
- Follow-Up Questions: During this time, we’ll clarify any questions you might have.
Step 3: Receive Your Personalized Financial Plan
- Financial Plan PDF Provided: Receive a detailed PDF outlining your retirement strategy.
- Walkthrough of the plan: We’ll go over your plan in a full one-hour meeting to answer any questions.
- Recording of the walkthrough provided: Full access for reference in the future.
Step 4: Monitor and Support
- 6-Month of Follow-Up Support: We’re here to answer any questions or address concerns you may have post-delivery.
- Ongoing Education: Receive regular updates and educational materials related to your plan
- Discounts on plan updates: You will receive discounts on any full plan updates in the future.
As my business started growing, I became too busy with operations to spend much time on financial planning for my corporation. I got Chris to make me a plan with many different scenarios, and we chose the best path forward together.
– John T (Business Owner from Calgary, AB)